Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,549 shares of SPSM stock, worth $355,331. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,549

Previous 7,811 3.35%

Holding current value

$355,331

Previous $324,000 5.86%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$41.02 - $46.01 $10,747 - $12,054	-262 Reduced 3.35%	7,549 $343,000
Q2 2024 Jul 18, 2024	SELL	$39.75 - $43.15 $7,433 - $8,069	-187 Reduced 2.34%	7,811 $324,000
Q1 2024 May 20, 2024	BUY	$39.85 - $43.04 $318,720 - $344,233	7,998 New	7,998 $344,000
Q4 2023 Jan 12, 2024	SELL	$34.3 - $42.83 $2,778 - $3,469	-81 Reduced 1.07%	7,506 $316,000
Q3 2023 Oct 11, 2023	SELL	$36.35 - $41.02 $8,578 - $9,680	-236 Reduced 3.02%	7,587 $279,000
Q2 2023 Jul 12, 2023	BUY	$35.57 - $38.94 $52,999 - $58,020	1,490 Added 23.53%	7,823 $303,000
Q1 2023 Apr 18, 2023	BUY	$36.04 - $42.08 $14,632 - $17,084	406 Added 6.85%	6,333 $239,000
Q4 2022 Jan 25, 2023	BUY	$34.79 - $39.85 $206,200 - $236,190	5,927 New	5,927 $0
Q2 2022 Jul 26, 2022	BUY	$34.83 - $42.53 $193,794 - $236,636	5,564 New	5,564 $200,000

Others Institutions Holding SPSM

# of Institutions

889

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Spdr Portfolio S&P 600 Small C Transaction History